Nicholas Valerio, financial advisor Malvern PA

Nicholas Valerio

CRD Number: 6749160
Current Firm: Vanguard Advisers, Inc.

Nicholas Valerio (CRD# 6749160) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Mar 2018 - Current 2
Spring Ford Country Club Royersford, PA Feb 2013 - Current 7
Randstad Malvern, PA Jun 2017 - Mar 2018 < 1
Randstad Malvern, PA Feb 2017 - Jun 2017 < 1
West Chester University West Chester, PA Jan 2013 - Jan 2017 4
Maggiano's King Of Prussia, PA Nov 2014 - Jan 2015 < 1
Valley Forge Casino Resort King Of Prussia, PA Sep 2010 - Nov 2013 3
Montgomery County Community College Pottstown / Blue Bell, PA Jan 2011 - Dec 2012 1
Drexel University Philadelphia, PA Sep 2011 - Dec 2011 < 1
Montgomery County Community College Pottstown / Blue Bell, PA Sep 2010 - May 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Nicholas R. Valerio
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    221,045
    MILLIONS
  • Total Number of Accounts
    452,542
    ACCOUNTS
  • Average Account Value
    $488,452
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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